Creative Planning
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Creative Planning’s PNC Financial Services PNC Stock Holding History

Creative Planning’s Portfolio PNC Stock Details PNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,200
Closed -$3K – 4777
2016
Q3 		$3K Hold
1,200
– – ﹤0.01% 4118
2016
Q2 		$10K Buy
+1,200
New +$103K ﹤0.01% 3251

Other funds holding PNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Creative Planning's PNC Position: Q2 2026 in Review

Creative Planning increased its PNC Financial Services (PNC) stake by 12% in Q2 2026, buying an estimated $3.44M and bringing the position to 139,365 shares worth $34.3M. The position accounts for 0.02% of the portfolio, ranked #318.

Creative Planning first reported a position in PNC in Q2 2013 and has held it in 53 quarters since. 2,034 funds tracked by Wall St. Rank hold PNC as of Q2 2026.

  • Creative Planning held 139,365 shares of PNC Financial Services worth $34.3M as of Q2 2026.
  • Creative Planning bought 15,371 PNC Financial Services shares in Q2 2026, an estimated $3.44M.
  • PNC Financial Services made up 0.02% of Creative Planning's portfolio in Q2 2026, its #318 holding.
  • Creative Planning first reported a position in PNC Financial Services in Q2 2013 and has held it in 53 quarters since.
  • 2,034 funds tracked by Wall St. Rank held PNC Financial Services as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.